You can edit / update multiple inventory items using the Batch Update feature. The batch update is useful for setting a field to the same value for multiple items, updating sell prices, updating costs, updating MSRP's, and recounting inventory.
Access and prepare the items for the batch update as instructed above.
Click the Update inventory material information check box and then click the Next button.
Choose one or more of the following fields to update by clicking the check box beside it. Only selected field will be updated.
Service Category: select the service category from the drop down list. This will move all the items in the batch to the selected service category.
Description: type the description you wish all of the items in the batch to have. This will overwrite the existing values.
Manufacturer: type the manufacturer you wish all of the items in the batch to have. This will overwrite the existing values.
Code: type the code you wish all of the items in the batch to have. This will overwrite the existing values.
Size: type the description you wish all of the items in the batch to have. This will overwrite the existing values.
Grid Location: type the grid location you wish all of the items in the batch to have. This will overwrite the existing values.
Default Supplier: This filed is location only and not available the enterprise. Select the supplier from the drop down list. This will set all the items in the batch to the selected supplier.
Definition: click on the binoculars to open the definition dialog. You can also click the X button to remove and existing definitions.
Type in a search in the search for text box and then press enter.
Choose the definition from the resulting list and then click the OK button.
Unit Conversion: select the unit conversion from the drop down list. This will set all the items in the batch to the selected unit conversion.
Sell Unit: click the check box beside sell fractional quantity to set this ability on all the items in the batch.
Type: select inventory or consignment from the drop down list. This will set all the items in the batch to the selected type.
Buy Factor: Type in the buy factor value in the text box. This will overwrite the existing values.
Low Order: Type in the low order value in the text box. This will overwrite the existing values.
High Order: Type in the high order value in the text box. This will overwrite the existing values.
Core Unit: Type in the core unit value in the text box as well as the until of measure in the second text box . This will overwrite the existing values.
Online Catalog: Select the check box to enable all the items in the batch.
Group: Select the group from the drop down list. This will move all the items in the batch to the selected group.
Attributes: This filed is location only and not available the enterprise. Select the attribute from the drop down list. This will assign the attribute to all items in the batch.
Sell Price - This field is only available at the enterprise. Check this box if you whish to lock or unlock sell prices.
Check the Lock Sell Price check box if you wish to lock the sell price on the selected items. Uncheck if you wish to unlock the sell price.
Click Next. You can click Cancel to abort the batch update or Back to go to the previous dialog.
Click Start to process the batch update. You can click Cancel to abort the batch update or Back to go to the previous dialog.
The progress bar will display the progress of the update and will be complete when it gets to the end. It will also read Batch update completed above the progress bar.
Click the Close button.
You can update inventory items with values in a file that is an Excel spreadsheet or in the CSV file format. Make sure the file is not currently open when processing it.
Access and prepare the items for the batch update as instructed above.
Click the Update inventory material information from a file check box and then click the Next button.
If you don't already have a source file and you wish to generate one based on your existing inventory:
Access inventory via setup or enterprise setup as instructed previously.
Search for the items you wish to include in the price update.
Click the Export To Excel button located in the data group of the ribbon.
Check the Inventory Information check box and then click OK.
Choose a filename and location to save you spreadsheet.
When the export is complete you will receive a notification dialog. Click OK.
Modify the information as required.
Locate the file you wish to use by clicking the Select button. Once the source file is selected the path and file name will display in the text box.
Click Next.
Select the Worksheet from the drop down list at the top of the dialog.
If the first row of data is header information, check the First row is header check box. This will prevent the header row from being considered part of the data.
Each column in your worksheet will be displayed and if it contains header information your heading will appear at the top of each column.
Beneath the column header, click the drop down list labelled <Not Mapped> to map the data in the column to the appropriate inventory field in the Software. Repeat for each column you wish to update. Leave columns that you do not wish to update as <Not Mapped>
At the bottom of the dialog are your matching options. This is what determines if the item in your spreadsheet is the one in the Software. Check the appropriate box.
Match by Part Number and Manufacturer: This method determines the items are a match when the both the part number and manufacturer are the same. This prevents the updating of the incorrect item where different manufacturers use the same part number.
Match by Part Number Only. This method determines the items are a match when the part numbers are the same.
Click the Next button.
Click the Start button.
If there are rows of data that are invalid, you will be prompted to let you know. If you continue, the items that can will be updated and spreadsheet with the same name as your original with -invalid appended to it will be created containing the invalid rows so that you may identify them.
The progress bar will display the progress of the update and will be complete when it gets to the end. It will also read Batch update completed above the progress bar.
Click the Close button.
Access and prepare the items for the batch update as instructed above.
Click the Update inventory material's sell price for one or more price levels check box and then click the Next button.
Price Level - Select the price level you wish to update by clicking on the corresponding check box.
Select the Type of calculation you wish to use and the corresponding value required based on your choice in the provided text box.
Repeat for each price level you wish to update.
If you wish to edit one of the entries you've already set, double click on it to open it for editing.
Click the Next button.
Click the Start button.
The progress bar will display the progress of the update and will be complete when it gets to the end. It will also read Batch update completed above the progress bar.
Click the Close button.
Access inventory as instructed above.
Search for the items you wish to include in the price update.
Click the Export To Excel button located in the data group of the ribbon.
Check the For Inventory Price Update check box and then click OK.
Choose a filename and location to save you spreadsheet.
When the export is complete you will receive a notification dialog. Click OK.
Modify the worksheets for the sell prices you wish to modify as required. You may need to unprotect worksheets to make modifications and select different cell styles to view values.
Price Type: Acceptable values are Margin, Fixed, CostPercent, CostAmount, MSRPPercent, MSRPAmount.
Margin - Enter the margin percentage in the Percentage column.
Fixed - Enter the price in the Fixed column.
CostPercent - Enter the cost percentage (markup) in the Percentage column.
CostAmount - Enter in the dollar value you wish to add to the cost to establish the selling price in the Amount column.
MSRPPercent - Enter the MSRP percentage in the Percentage column.
MSRPAmount - Enter in the dollar value you wish to add or subtract in the Amount column.
Access and prepare the items for the batch update as instructed above.
Click the Update inventory material's sell price from previously exported spreadsheet check box and then click the Next button.
Locate the file you wish to use by clicking the Select button. Once the source file is selected the path and file name will display in the text box.
Click Next.
Select the Worksheet from the drop down list at the top of the dialog.
A preview of the data will be displayed.
Select the Price Level to Update from the drop down box at the bottom of the dialog.
Click Next.
Click Start.
If there are rows of data that are invalid, you will be prompted to let you know. If you continue, the items that can will be updated and spreadsheet with the same name as your original with -invalid appended to it will be created containing the invalid rows so that you may identify them.
The progress bar will display the progress of the update and will be complete when it gets to the end. It will also read Batch update completed above the progress bar.
Click the Close button.
Note: You must have Show advanced inventory price editing tools enabled in the Location Settings and Enterprise Settings if you have multiple locations to have this option display as a batch update option.
Access and prepare the items for the batch update as instructed above.
Click the Add a new sell price for a date range for one or more price levels check box and then click the Next button.
Select a Start Date from the drop down calendar that the price will take effect.
Select a End Date from the drop down calendar that the price will return to the previous price.
Price Level - Select the price level you wish to update by clicking on the corresponding check box.
Select the Type of calculation you wish to use and the corresponding value required based on your choice in the provided text box.
Repeat for each price level you wish to update.
If you wish to edit one of the entries you've already set, double click on it to open it for editing.
Click the Next button.
Click the Start button.
The progress bar will display the progress of the update and will be complete when it gets to the end. It will also read Batch update completed above the progress bar.
Click the Close button.
Note: You must have Show advanced inventory price editing tools enabled in the Location Settings and Enterprise Settings if you have multiple locations to have this option display as a batch update option.
Access and prepare the items for the batch update as instructed above.
Click the Add cost and/or MSRP for the current or a future date check box and then click the Next button.
If you don't already have a source file and you wish to generate one based on your existing inventory:
Access inventory via setup as instructed above.
Search for the items you wish to include in the price update.
Click the Export To Excel button located in the data group of the ribbon.
Check the For Inventory Price Update check box and then click OK.
Choose a filename and location to save you spreadsheet.
When the export is complete you will receive a notification dialog. Click OK.
Modify the Cost or MSRP on the Inventory worksheet as required.
Locate the file you wish to use by clicking the Select button. Once the source file is selected the path and file name will display in the text box.
Click Next.
Select the Worksheet from the drop down list at the top of the dialog.
If the first row of data is header information, check the First row is header check box. This will prevent the header row from being considered part of the data.
A preview of your data is displayed.
Select a Start Date from the drop down calendar that the price will take effect.
Choose the column where the part number resides in the spreadsheet from the Part Number drop down list.
Update Cost - If you wish to update the cost check this box.
Choose the column where the cost value resides in the spreadsheet from the Cost drop down list.
Choose the column where the cost core value resides in the spreadsheet from the Cost Core drop down list.
Update MSRP - If you wish to update the MSRP check this box.
Choose the column where the MSRP value resides in the spreadsheet from the MSRP drop down list.
Choose the column where the MSRP core value resides in the spreadsheet from the MSRP Core drop down list.
Click the Next button.
Click the Start button.
If there are rows of data that are invalid, you will be prompted to let you know. If you continue, the items that can will be updated and spreadsheet with the same name as your original with -invalid appended to it will be created containing the invalid rows so that you may identify them.
The progress bar will display the progress of the update and will be complete when it gets to the end. It will also read Batch update completed above the progress bar.
Click the Close button.
Note: You must have Show advanced inventory price editing tools enabled in the Location Settings and Enterprise Settings if you have multiple locations to have this option display as a batch update option.
Access and prepare the items for the batch update as instructed above.
Click the Remove sell price for the specified effective date for pricing level:
Select the price level you wish to effect from the drop down list.
Click the Next button.
Choose a Start Date from the drop down calendar.
Click the Next button.
Click the Start button.
The progress bar will display the progress of the update and will be complete when it gets to the end. It will also read Batch update completed above the progress bar.
Click the Close button.
Note: You must have Show advanced inventory price editing tools enabled in the Location Settings and Enterprise Settings if you have multiple locations to have this option display as a batch update option.
Access and prepare the items for the batch update as instructed above.
Click the Remove cost for the for the specified effective date
Click the Next button.
Choose a Start Date from the drop down calendar.
Click the Next button.
Click the Start button.
The progress bar will display the progress of the update and will be complete when it gets to the end. It will also read Batch update completed above the progress bar.
Click the Close button.
Note: You must have Show advanced inventory price editing tools enabled in the Location Settings and Enterprise Settings if you have multiple locations to have this option display as a batch update option.
Access and prepare the items for the batch update as instructed above.
Click the Remove MSRP for the for the specified effective date
Click the Next button.
Choose a Start Date from the drop down calendar.
Click the Next button.
Click the Start button.
The progress bar will display the progress of the update and will be complete when it gets to the end. It will also read Batch update completed above the progress bar.
Click the Close button.
(Location Only)You can recount inventory items with values in a file that is an Excel spreadsheet or in the CSV file format. Make sure the file is not currently open when processing it.
Batch Update
Inventory Recounts
Access and prepare the items for the batch update as instructed above.
Click the Recount inventory quantity check box and then click the Next button.
If you don't already have a source file and you wish to generate one based on your existing inventory:
Access inventory via setup as instructed previously here.
Search for the items you wish to include in the price update as previously described here.
Click the Export To Excel button located in the data group of the ribbon.
Check the For Inventory Recount check box and then click OK.
Choose a filename and location to save you spreadsheet.
When the export is complete you will receive a notification dialog. Click OK.
Open the spreadsheet and put the actual counts in the Count column.
Save and close the spreadsheet.
Locate the file you wish to use by clicking the Select button. Once the source file is selected the path and file name will display in the text box.
Click Next.
Select the Worksheet from the drop down list at the top of the dialog.
If the first row of data is header information, check the First row is header check box. This will prevent the header row from being considered part of the data.
Each column in your worksheet will be displayed and if it contains header information your heading will appear at the top of each column.
At the bottom of the dialog, click the drop downs for Part Number, Manufacturer, and Quantity to match them to the appropriate columns in your spreadsheet.
Click the Next button.
Click the Start button.
If there are rows of data that are invalid, you will be prompted to let you know. If you continue, the items that can will be updated and spreadsheet with the same name as your original with -invalid appended to it will be created containing the invalid rows so that you may identify them.
The progress bar will display the progress of the update and will be complete when it gets to the end. It will also read Batch update completed above the progress bar.
Click the Close button.